Services

We are a wealth advisory team that partners with a select group of clients. Many of our clients are pre- and post-retirees, as well as business owners and professionals.

Our clients want to talk about the future with anticipation, not apprehension, and are primarily interested in preserving their wealth and accumulating a work-optional lifestyle. As a team we have developed and refined the Compass Wealth FORMula™ to bring all of the pieces of the puzzle together into one results-driven process to achieve and maintain financial independence.

                                            • Wealth Management                                  • Benefits Management        

                                            • Risk Management                                      • Charitable Giving

                                            • Tax Management                                        • Business/ Succession Planning

                                            • Cash Management                                     • Retirement Planning

                                            • Legacy Planning                                         • Value-Added Services

                                            • Social Security Planning